Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Tracking In-Kind Gifts in Salesforce

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Navigating NGO Connect Batch Upload

Navigating NGO Connect Batch Upload

Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management

Make Those Moves and Track Them Too: Salesforce Moves Management

Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
What Can We Learn From the Health Care Community?- Cloud for Good

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-
Data Management Tips for the Lone Wolf Admin- Cloud for Good

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
#NPForce Tweet Chat

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.
Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Best Practices: Salesforce Fields- Cloud for Good

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Implementation Best Practices: Data- Blog- Cloud for Good

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
Flexibility in Flows: Custom Settings and Dynamic Picklists- Cloud for Good

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual

Latest Posts

Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several
Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
Leveraging Salesforce and HEDA for Student Recruitment

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify
3 Considerations for Your First Nonprofit Drip Program

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
How Women In Tech (WIT) Changed My Career

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the
Major Donors: Cultivating and Implementing A Salesforce Strategy

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of
Roll Up Your ROI with Campaign Hierarchies

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Take Note! Migrating Notes to New Content Notes in Salesforce

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the
Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
How AI Is Transforming Salesforce Migrations_ What’s Next in the Stratus Roadmap

How AI Is Transforming Salesforce Migrations: What’s Next in the Stratus Roadmap

AI-powered Salesforce migration is redefining modernization. Explore how Stratus automates configuration, code, and UI migration to reduce risk and technical debt.
Technology Alone Won’t Transform Your Fundraising – People Will

Technology Alone Won’t Transform Your Fundraising – People Will

Technology doesn’t transform fundraising—people do. During CRM implementations and data migrations, trust, confidence, and readiness determine whether Salesforce delivers real impact or becomes just another system.
Modernize with Confidence_ Moving from NPSP to Nonprofit Cloud with Stratus

Modernize with Confidence: Moving from NPSP to Nonprofit Cloud with Stratus

Migrating from NPSP to Nonprofit Cloud is no longer just a technical upgrade—it’s an operational shift. This blog explores how Stratus, Cloud for Good’s AI-powered migration
Post-Implementation Success_ A Guide to Strategic Support for Salesforce with Managed Services

Salesforce Managed Services: Cloud for Good’s Reimagined Model for a New Year of Scalable Salesforce Success

Salesforce Managed Services have become essential for organizations that rely on Salesforce as a mission-critical platform. But as environments grow more complex, traditional managed services models
The Great Migration_ Why Moving to Nonprofit Cloud is About More Than Data

The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data

As nonprofits face rising expectations and increasing complexity, the move from NPSP to Salesforce Nonprofit Cloud marks a pivotal opportunity—one that transforms data into insight, modernizes
Hope, Gratitude, and Impact_ Reflections on 2025 at Cloud for Good

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,